Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q3 2024
Institutional positions in Salesforce, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,657
- +57 vs. Q2 2024
- Shares held
- 764.3M
- +65.8M (+9.4%) vs. Q2 2024
- Total value
- $209.1B
- +$29.6B (+16.5%) vs. Q2 2024
- New holders
- 217
- 1,140 more added
- Sold out
- 160
- 1,014 more reduced
30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 2,456 | $672.1K | 0.13% | +396+19.2% | Added |
| Kuhn & Co Investment Counsel | 2,467 | $675.2K | 0.58% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 2,322 | $676.6K | 0.51% | +2,322 | New |
| XR Securities LLC | 2,479 | $678.5K | 4.39% | +2,479 | New |
| Solstein Capital, LLC | 2,487 | $680.7K | 0.36% | 00.0% | Unchanged |
| Vista Investment Management | 2,487 | $680.7K | 0.26% | +1,650+197.1% | Added |
| Xcel Wealth Management, LLC | 2,495 | $682.9K | 0.20% | −2,202−46.9% | Reduced |
| Prentice Wealth Management LLC | 2,506 | $685.9K | 0.20% | +37+1.5% | Added |
| Fountainhead AM, LLC | 2,514 | $688.0K | 0.14% | +903+56.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $688.1K | 0.44% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,516 | $688.7K | 0.05% | +139+5.8% | Added |
| Global Endowment Management, LP | 2,518 | $689.2K | 0.07% | +9+0.4% | Added |
| Catalyst Private Wealth, LLC | 2,523 | $690.6K | 0.34% | 00.0% | Unchanged |
| Mathes Company, Inc. | 2,525 | $691.0K | 0.24% | −200−7.3% | Reduced |
| Appleton Partners Inc | 2,524 | $691.0K | 0.05% | −97−3.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,536 | $694.0K | 0.14% | +1,264+99.4% | Added |
| Windsor Capital Management, LLC | 2,541 | $695.4K | 0.20% | −14−0.5% | Reduced |
| Onefund, LLC | 2,546 | $696.9K | 0.71% | +11+0.4% | Added |
| Fortitude Family Office, LLC | 2,548 | $697.4K | 0.28% | +84+3.4% | Added |
| Hill Island Financial LLC | 2,549 | $697.6K | 0.21% | +10.0% | Added |
| Key Financial Inc | 2,557 | $699.9K | 0.15% | +10+0.4% | Added |
| Kapstone Financial Advisors LLC | 2,532 | $700.5K | 0.42% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,458 | $704.6K | 0.17% | +150+6.5% | Added |
| Inscription Capital, LLC | 2,593 | $709.7K | 0.11% | +14+0.5% | Added |
| Winslow Capital Management, LLC | 2,612 | $714.9K | 0.00% | −83,924−97.0% | Reduced |
| BIP Wealth, LLC | 2,613 | $715.2K | 0.05% | +20+0.8% | Added |
| Aviso Wealth Management | 2,625 | $718.6K | 0.39% | −450−14.6% | Reduced |
| Stock Yards Bank & Trust Co | 2,626 | $718.8K | 0.02% | −545−17.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,627 | $719.1K | 0.60% | −60−2.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,617 | $721.0K | 0.01% | −302−10.3% | Reduced |
| Fayez Sarofim & Co | 2,646 | $724.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,647 | $724.4K | 0.25% | +929+54.1% | Added |
| Financial Advisory Service, Inc. | 2,649 | $725.1K | 0.06% | +10.0% | Added |
| Avitas Wealth Management LLC | 2,651 | $725.6K | 0.10% | −204−7.1% | Reduced |
| Sivia Capital Partners, LLC | 2,659 | $727.8K | 0.43% | +307+13.1% | Added |
| Gamco Investors, Inc. Et Al | 2,659 | $727.8K | 0.01% | +386+17.0% | Added |
| Greenwich Wealth Management LLC | 2,671 | $731.0K | 0.05% | +114+4.5% | Added |
| Vancity Investment Management Ltd | 2,675 | $732.0K | 0.09% | −180,495−98.5% | Reduced |
| Austin Private Wealth, LLC | 2,676 | $732.4K | 0.07% | −11−0.4% | Reduced |
| Kozak & Associates, Inc. | 2,520 | $732.9K | 0.17% | +5+0.2% | Added |
| BKD Wealth Advisors, LLC | 2,685 | $735.0K | 0.02% | +1,305+94.6% | Added |
| Hemenway Trust Co LLC | 2,695 | $737.6K | 0.06% | +950+54.4% | Added |
| Alta Advisers Ltd | 2,700 | $739.0K | 0.34% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,703 | $739.8K | 0.21% | −9−0.3% | Reduced |
| Seaport Global Advisors, LLC | 2,715 | $743.1K | 2.35% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,713 | $743.2K | 0.12% | −66−2.4% | Reduced |
| Two Sigma Securities, LLC | 2,719 | $744.2K | 0.06% | +2,719 | New |
| Moseley Investment Management Inc | 2,723 | $745.3K | 0.30% | −1,002−26.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,530 | $749.9K | 0.36% | −128−4.8% | Reduced |
| My Legacy Advisors, LLC | 2,742 | $750.5K | 0.30% | −459−14.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,744 | $751.0K | 0.22% | +1,318+92.4% | Added |
| First Citizens Bank & Trust Co | 2,761 | $755.7K | 0.02% | −247−8.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,769 | $757.9K | 0.06% | −8,008−74.3% | Reduced |
| Callan Capital, LLC | 2,770 | $758.3K | 0.05% | +768+38.4% | Added |
| Nvest Financial, LLC | 2,775 | $759.5K | 0.43% | +870+45.7% | Added |
| Angeles Investment Advisors, LLC | 2,773 | $759.5K | 0.04% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 2,775 | $759.5K | 0.61% | +419+17.8% | Added |
| Sunflower Bank, N.A. | 2,775 | $759.5K | 0.21% | +262+10.4% | Added |
| Klingman & Associates, LLC | 2,778 | $760.4K | 0.05% | +1,349+94.4% | Added |
| Abbot Financial Management, Inc. | 2,798 | $765.8K | 0.39% | +430+18.2% | Added |
| Beck Bode, LLC | 2,798 | $765.8K | 0.14% | −1,151−29.1% | Reduced |
| First Affirmative Financial Network | 2,799 | $766.0K | 0.42% | +527+23.2% | Added |
| Kestra Investment Management, LLC | 2,800 | $766.4K | 0.03% | +2,800 | New |
| Nichols & Pratt Advisers LLP | 2,805 | $767.8K | 0.05% | +1,325+89.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,806 | $768.0K | 0.01% | +1,217+76.6% | Added |
| Cascade Investment Group, Inc. | 2,810 | $769.1K | 0.56% | 00.0% | Unchanged |
| S&CO Inc | 2,839 | $777.0K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,839 | $777.1K | 0.10% | +2,839 | New |
| JT Stratford LLC | 2,841 | $777.6K | 0.13% | +712+33.4% | Added |
| Eads & Heald Wealth Management | 2,841 | $778.0K | 0.37% | +207+7.9% | Added |
| ARS Wealth Advisors Group, LLC | 2,852 | $780.7K | 0.10% | −9−0.3% | Reduced |
| West Family Investments, Inc. | 2,860 | $782.8K | 0.27% | +1,241+76.7% | Added |
| Poehling Capital Management, LLC | 2,869 | $785.3K | 0.20% | +188+7.0% | Added |
| United Community Bank | 2,875 | $786.9K | 0.31% | +404+16.3% | Added |
| Three Seasons Wealth, LLC | 2,878 | $788.9K | 0.42% | −3,557−55.3% | Reduced |
| Pointe Capital Management LLC | 2,886 | $789.9K | 0.46% | +897+45.1% | Added |
| Greystone Financial Group, LLC | 2,886 | $790.0K | 0.14% | −709−19.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,891 | $791.2K | 0.05% | −1,501−34.2% | Reduced |
| Grove Bank & Trust | 2,893 | $791.8K | 0.12% | −10,423−78.3% | Reduced |
| Eisler Capital (UK) Ltd. | 2,896 | $792.7K | 0.19% | −9,028−75.7% | Reduced |
| Blueprint Investment Partners LLC | 2,900 | $793.8K | 0.14% | +1,899+189.7% | Added |
| Davis R M Inc | 2,901 | $794.0K | 0.02% | −218−7.0% | Reduced |
| Aprio Wealth Management, LLC | 2,907 | $795.7K | 0.13% | +606+26.3% | Added |
| Chemung Canal Trust Co | 2,922 | $799.8K | 0.16% | −413−12.4% | Reduced |
| Soltis Investment Advisors LLC | 2,927 | $801.1K | 0.08% | −187−6.0% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $801.5K | 0.21% | 00.0% | Unchanged |
| Alpha Family Trust | 2,935 | $803.3K | 0.45% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,940 | $804.7K | 0.25% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,941 | $805.0K | 0.30% | +1,335+83.1% | Added |
| Smithfield Trust Co | 2,966 | $809.0K | 0.04% | −51−1.7% | Reduced |
| Tranquility Partners, LLC | 2,974 | $814.0K | 0.30% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 3,000 | $821.1K | 0.23% | +3,000 | New |
| Midland Wealth Advisors LLC | 3,005 | $822.5K | 0.05% | +36+1.2% | Added |
| Bullock Wealth Management Group | 3,040 | $823.6K | 0.50% | −180−5.6% | Reduced |
| Carret Asset Management, LLC | 3,011 | $824.1K | 0.09% | +332+12.4% | Added |
| Meridian Investment Counsel Inc. | 3,013 | $824.7K | 0.25% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,020 | $827.5K | 0.08% | −47−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 3,025 | $828.0K | 0.10% | −274−8.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,028 | $828.8K | 0.42% | +4+0.1% | Added |
| River & Mercantile Asset Management LLP | 3,030 | $829.3K | 0.18% | −77−2.5% | Reduced |